Branch Operations Lead - Punta Gorda - Punta Gorda, FL

JPMorganChase • Punta Gorda, FL

5d • Onsite

About The Position

At Chase, the Branch Operations Lead helps create a welcoming, inclusive experience for clients and employees while supporting accurate, secure, and compliant financial transactions. Working closely with the Branch Manager, branch employees, and specialists, this role leads branch operations, assists clients with transactions, introduces them to convenient self-service banking options, and builds lasting client relationships. The role also helps keep the team informed about policies and procedures and supports the branch in meeting control expectations.

The successful candidate completes the Branch Operations Lead Training Program before being considered for placement and must be able to travel as required for in-person training and meetings. Branch hours may include evenings and weekends.

Requirements

• At least 1 year of retail banking experience.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and evenings.
• Ability to travel as required for in-person training and meetings.
• Successful completion of the Branch Operations Lead Training Program before consideration for placement.
• Ability to follow policies, procedures, and regulatory banking requirements.
• Strong attention to detail and organizational skills, including the ability to manage multiple tasks.
• Leadership skills and operational proficiency, with a focus on transaction accuracy and teamwork.
• Ability to educate branch employees and partners and build meaningful client connections.

Nice To Haves

• At least 6 months of Associate Banker (Teller) experience.
• College degree or military equivalent.

Responsibilities

• Collaborate with the Branch Manager to create a welcoming branch atmosphere and exceptional client experience.
• Greet clients, assist with transactions, manage lobby flow, schedule meetings, and check clients into the waiting queue.
• Communicate politely and clearly, identify client needs, and build trusted relationships.
• Lead branch operations, including managing cash devices such as the cash vault and ATM.
• Resolve client issues promptly and accurately while following bank policies and procedures.
• Introduce clients to branch team members and help connect them with specialists for financial needs.
• Educate clients about self-service banking options.
• Work with the Branch Manager to maintain loss-control, compliance, and audit standards and ensure smooth, secure branch operations.
• Help educate branch employees and partners and keep them informed about policies and procedures.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED